Post-earnings recap
Reported
Mon, May 4, 2026
EPS actual
$0.27
EPS est.
$-0.03
EPS surprise
+918.18%
1-day move
+3.12%
Pinterest's strong earnings per share beat expectations significantly, leading to a positive stock reaction of 3.12%. However, the lack of revenue information leaves some uncertainty about overall performance. Investors may be encouraged by the EPS surprise but will likely await more details in future reports.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.27 | $0.22 | +918.18% |
| Revenue | — | $968M | — |
No transcript is on record, and the analysis is based on numerical results only.
Pinterest, Inc. operates a visual discovery platform that allows users to find and save ideas for various projects and interests. As part of the Communication Services sector, it plays a significant role in digital advertising and consumer engagement, especially as trends in online shopping and social media evolve.
Last quarter
In the last quarter, Pinterest reported an EPS of $0.67, significantly beating expectations. However, the stock price fell by nearly 3% the following day, indicating potential market skepticism despite the strong earnings.
Management promises and guidance
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+552.46%
Avg 1-day reaction
+0.90%
Analysts expect Pinterest to report strong earnings again, with a consensus EPS of $0.22 and revenue of $968 million. The company has a history of beating earnings estimates, which could set the stage for positive market reactions.
Bull case
If Pinterest continues its trend of exceeding EPS estimates, it could signal strong operational momentum and attract more investors, leading to a potential stock price increase.
Bear case
Conversely, if the company fails to meet even the lowered expectations, it may raise concerns about its growth prospects, leading to a negative reaction in the stock price.
Key metrics to watch
Earnings Per Share (EPS)
$0.22EPS is a key indicator of the company's profitability and is closely watched by investors.
Revenue
$968MRevenue growth reflects the company's ability to attract advertisers and monetize its platform effectively.
The print will turn on these.
Q1
Will Pinterest's EPS exceed the consensus estimate of $0.22?
Given the company's history of beating EPS estimates, this will be a critical indicator of its ongoing profitability and operational strength.
Q2
What revenue growth will Pinterest report compared to the consensus of $968 million?
Revenue growth is essential for understanding the company's ability to attract advertisers and sustain its business model.
—
Est. EPS
$0.01
Est. Rev
$918M
Impl. Move
±9.1%
Why consensus could be wrong
The Street may underestimate Pinterest's ability to leverage its platform for increased advertising revenue, especially given its recent strong EPS surprises.
Supporting evidence
Pinterest has consistently beaten EPS estimates, indicating stronger-than-expected profitability.
The options market is pricing a larger move than historical averages, suggesting potential for a significant surprise.
Insider selling activity, while notable, may not reflect broader market sentiment about the company's growth potential.
Key risk
If Pinterest reports revenue below $959 million, it could undermine the bullish narrative surrounding its advertising effectiveness.
Pre-commit to what would confirm each case.
This quarter's performance is crucial as it will indicate whether Pinterest can maintain its growth trajectory amid increasing competition.
Bull confirmed if
EPS exceeding $0.22 with revenue surpassing $968 million would confirm a strong operational performance.
Bear confirmed if
Any revenue below $959 million could signal trouble in attracting advertisers, confirming bearish sentiment.
What the market is pricing for the move.
Implied Move
±14.58%
Historical Avg
±2.2%
The options market is pricing in a significant potential move following the earnings report, indicating heightened uncertainty or anticipation among traders.
Options are pricing ±14.6% while PINS has averaged ±2.2% over the last 8 prints — setup is pricing rich.
ATM IV
1.4%
30d HV
37.6%
Cross-company pattern from 30 similar setups.
Prior-quarter beat + options rich in Communication Services
Fade rate: 7 of 23 (30%)
This setup has occurred 30 times across Communication Services in the last 2 years. 16 of 23 (70%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.8%, with a raw directional average of +0.9% (modestly positive historical bias).
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$4.4M
230,338 sh
4 insiders
Net
$4.4M
Net selling
Most Active Insiders· 7 open-market trades
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Pinterest beats expectations, history suggests the stock could rise, confirming strong operational momentum.
In line / cautious
If results are in line with expectations, the market may react cautiously, leading to a muted response.
Miss
A miss could lead to a significant drop in stock price, as history shows negative reactions following earnings misses.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
3
0 buys·3 sells
Members
1
House only
Est. Notional
$45,003.00–$150,000.00
disclosed dollar ranges
Most Active Members
3 trades
The lines on the call that would change the story.
$3.6M
Net selling
$549,841.00
Net selling
$244,861.20
Net selling
$21,000.00
Net selling
Recent Transactions
Oct 7, 2026 · @ $20.07
46,875 sh
$940,790.63
Oct 6, 2026 · @ $19.66
46,875 sh
$921,600.00
Sep 30, 2026 · @ $18.72
46,875 sh
$877,617.19
Sep 29, 2026 · @ $18.33
46,875 sh
$859,387.50
Sep 24, 2026 · @ $18.61
29,548 sh
$549,841.00
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.
Net selling
Recent Transactions
Traded Aug 7, 2026 · disclosed Aug 7, 2026
$15,001.00–$50,000.00
Traded Jun 11, 2026 · disclosed Jun 1, 2026
$15,001.00–$50,000.00
Traded May 28, 2026 · disclosed Jun 1, 2026
$15,001.00–$50,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.